With more than 20 years of experience in the legal field, Nancy is appreciated for her dedication to client service.
As part of the firm’s Private Wealth team, Nancy assists clients and supports attorneys with complex trust and estate matters. She prepares gift tax returns, estate tax returns, individual income tax returns and fiduciary income tax returns. Nancy also streamlines revocable and irrevocable trust funding and administration, as well as probate administration, including drafting of probate pleadings.
Nancy understands that estate and trust planning and administration can be sensitive and emotional for family members. She enjoys taking care of details in ways that make necessary processes less stressful. With her many years in the legal support field, she’s also appreciated as a frequent mentor and trainer.